Sr. Account Manager, Relationship Management

Alternate Locations: Work from Home; Radnor, PA (Pennsylvania); US Northeast Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 76093 The Role at a Glance The Sr. Account Manager, Relationship Management leads strategic efforts to grow and retain business across the annuity, private market funds, life insurance, and LTC product lines. This role builds and strengthens relationships within the wire and bank channels to deepen engagement, expand product presence, and ensure an exceptional client experience. Success in this role comes from understanding each firm’s business model, anticipating client needs, and delivering solutions that support sales growth, profitability, and long-term partnership. What you'll be doing Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms. Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels to support high client satisfaction and long-term partnership. Serve as a subject matter expert on LFG products, services, and operational processes while providing consultative guidance to internal and external stakeholders. Lead complex client relationship strategies that address service needs, resolve escalated issues, and support overall profitability and product breadth growth. Identify at risk clients and implement retention strategies that strengthen engagement and protect existing business. Profile assigned territories to identify opportunities, cultivate new relationships, and introduce the appropriate LFG resources to expand market presence. Participate in industry organizations and events to enhance LFG visibility and leverage sponsorship or speaking opportunities. Collaborate with internal teams to ensure seamless processing of sold products and to share intelligence that supports business planning and strategy. Conduct client meetings and finalist presentations to support sales targets and business growth objectives. Maintain responsibility for budget adherence, regulatory compliance, and the representation of LFG with professionalism and integrity. Monitor industry trends and partner with leadership to incorporate new developments into future strategies and solutions. What we’re looking for Must-Haves 3-5 Years experience in relationship management that directly aligns to the specific responsibilities for this role Bachelor's degree or equivalent work experience FINRA Series SIE, 6, 63, L&H Analytical skills and close attention to detail is necessary Effective verbal and written communication skills Ability to adapt quickly in a changing work environment Application Deadline Applications for this position will be accepted through June 30, 2026, subject to earlier closure due to applicant volume. What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for you: Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes Leadership development and virtual training opportunities PTO/parental leave Competitive 401K and employee benefits Free financial counseling, health coaching and employee assistance program Tuition assistance program Work arrangements that work for you Effective productivity/technology tools and training The pay range for this position is $94,500 - $250,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom . Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: Marketing Manager, Compliance, Outside Sales, Account Manager, Marketing, Legal, Sales